Missed assets and liabilities are a growing issue in estate administration and astonishingly 88% of practitioners report that identification of all estate accounts is becoming more difficult with the rise of digital and online banking. The figures demonstrate there are clearly issues.
This talk will cover several key learning objectives including:
– The Missing Billions, the value and location of UK unclaimed assets
– The Dormant Asset Scheme, proposals by UK government
– The Implications for Executors and Beneficiaries
– Best Practice and Due Diligence
Join Index and Emma Baddaley from Estatesearch on June 28th at 10.30am for this live webinar.
This webinar is suitable for residential conveyancers of all levels of experience and will explore –
• What is the purpose of restrictions?
• Tips for dealing with standard and non-standard restrictions
• What is the position if a restriction cannot be complied with?
• Removal and disapplication of restrictions
• Restrictions and residential leases avoiding pitfalls
• Recent relevant case law
Extensive notes will be provided and there will be an opportunity for delegate questions.
This webinar is suitable for residential conveyancers of all levels of experience and will explore –
• Defining boundaries and the production of plans
• Granting and reserving of easements – practical issues and protection
• Imposing restrictive covenants – drafting and enforcement problems
• Drafting contracts and transfer
• Taxation issues on sales of part
Extensive notes will be provided and there will be an opportunity for delegate questions.
In this one hour session, Tom Lyes from Armalytix explores everything you need to know about Source of Funds and how you can overcome some of the challenges associated with proving that your clients funds are from a legitimate source.
We will look at the following:
• What are the common SOF challenges and pain points?
• Why has SOF become so challenging
• What are the risks around manual processes?
• Regulatory Focus – SRA, LSAG and Law Society Practice note.
• Evolution of Open Banking
• Why Armalytix?
• Armalytix Source of Funds Analysis Report
The Law Society recently announced the launch of the new CQS Core Practice Management Standard which will be become compulsory for CQS accredited practice to follow from 1st May 2022.
In addition, the highly anticipated date for the formal commencement of onsite CQS Assessments was also announced as taking place from 1st May 2022 with firms being advised to be ‘assessment ready’ from this date.
This live session presented by CQS Lead Assessor Tracy Thompson will look in detail at the key requirements of the 2022 Core Practice Management Standard (CPMS) and what firms will need to have in place to demonstrate compliance with the 40 individual requirements.
SDLT is one of the most complex taxes on the UK statute book with 49 different tax reliefs to now consider. Most law firms don’t have specialist tax advisors inhouse, so no wonder it’s now estimated that 1 in 4 SDLT submissions are miscalculated.
This 20-minute Q&A session, presented by an SDLT expert from our tax specialist partner-firm, will ask and answer many of the questions conveyancers have about the problem, the risk and most importantly the solution to ensure full compliance and correct SDLT calculations first time.